Con Edison Reports 11.1% Increase in 2025 Net Income
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 19 2026
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Should l Buy ED?
Source: Newsfilter
- Net Income Growth: Con Edison reported a net income of $2.023 billion in 2025, translating to $5.66 per share, marking an 11.1% increase from $1.820 billion and $5.26 per share in 2024, indicating strong financial performance amid stable electricity demand.
- Adjusted Earnings Performance: The adjusted earnings per share for 2025 reached $5.70, up 5.6% from $5.40 in 2024, reflecting effective investment and cost management strategies during the clean energy transition, thereby enhancing shareholder value.
- Future Investment Plans: Con Edison plans to invest $6.595 billion in 2026 and $6.759 billion in 2027, intending to meet capital requirements through internally generated funds and long-term debt issuance, ensuring future infrastructure development and economic growth.
- Sustained Shareholder Returns: The company has increased its dividend for 52 consecutive years, with 2025 financial results underscoring its commitment to shareholder returns and long-term investments, projecting adjusted earnings per share of $6.00 to $6.20 in 2026, indicating a stable growth outlook.
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Analyst Views on ED
Wall Street analysts forecast ED stock price to fall
10 Analyst Rating
1 Buy
4 Hold
5 Sell
Moderate Sell
Current: 113.390
Low
86.00
Averages
102.00
High
118.00
Current: 113.390
Low
86.00
Averages
102.00
High
118.00
About ED
Consolidated Edison, Inc. is an energy-delivery company. The Company, through its subsidiaries, Consolidated Edison Company of New York, Inc. (CECONY), Orange and Rockland Utilities, Inc. (O&R) and Con Edison Transmission, Inc., provides a range of energy-related products and services to its customers. CECONY is a regulated utility providing electric service in New York City and New York’s Westchester County, gas service in Manhattan, the Bronx, parts of Queens and parts of Westchester, and steam service in Manhattan. O&R and its utility subsidiary, Rockland Electric Company, provide electric service to customers in southeastern New York and northern New Jersey, a 1,300 square mile service area. O&R delivers gas to customers in southeastern New York. Con Edison Transmission, Inc. falls primarily under the oversight of the Federal Energy Regulatory Commission and manages, through joint ventures, both electric and gas assets while seeking to develop electric transmission projects.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Public Offering Announcement: Consolidated Edison announced a public offering of 7 million common shares, with J.P. Morgan Securities acting as the underwriter, which involves borrowing shares from third parties for sale, showcasing the company's strategic approach to capital market financing.
- Market Position: As one of the largest investor-owned energy delivery companies in the U.S., Consolidated Edison offers a wide range of energy-related products and services, attracting investor interest despite competition from AI stocks due to its stable dividend yield.
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